+546.0%
RKLB vs NTR
+98.1%
+447.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -1.3% | -0.8% | -1.6% |
| 30D | -22.4% | +16.8% | -39.2% | -26.7% |
| 3M | -45.2% | +20.7% | -65.9% | -49.2% |
| 6M | -12.5% | +0.5% | -13.1% | -13.9% |
| YTD | -9.8% | +29.2% | -38.9% | -19.5% |
| 1Y | +30.0% | +39.6% | -9.6% | +12.2% |
| 3Y | +942.2% | +37.9% | +904.3% | +783.7% |
| 5Y | +236.8% | +47.1% | +189.7% | +152.3% |
| All | +546.0% | +98.1% | +447.9% | +352.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling